Ep. #15: Building a Business on the Closest of Ties - Lois Basil, CFP® & Hannah Basil Bryant, CFP®

Practical Wisdom from ACP Financial Advisors

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4y ago 36:03

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Staffing and succession are significant challenges for small financial planning firms. Should an owner bring their adult child into the business, or does it make things even tougher? Join ACP Board Past President Lois Basil, CFP®, founder of Basil Financial Group, and Hannah Basil Bryant, CFP®, as they explain the process and unique challenges of working together as mother and daughter, and as fiduciary financial planning professionals. To learn more about the ACP, please visit www.ACPlanners.org. To learn more about Lois Basil and Hannah Basil Bryant, please visit www.BasilFinancialGroup.com.

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